Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

NCZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
22Tracked holders
+2Δ holders
4.03MShares held
$64.15MReported value
+4New positions
−2Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow +5.5% · net new positions +9.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +2 4.03M $64.15M +4 −2
Q1 2026 21 +5 3.83M $51.31M +6 −1
Q4 2025 16 -1 3.77M $51.97M −1
Q3 2025 2 0 2.90M $39.73M
Q2 2025 1 -1 50 $642 −1
Q1 2025 1 +1 12.97K $149,914 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.86M -2.4% $45.41M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 2.86M -2.4% $45.41M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 2.86M -2.4% $45.41M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 2.86M -2.4% $45.41M 0.0% ▼ Trim 4 SEC ↗
5 Envestnet Asset Management Inc 330.02K +271.5% $5.25M 0.0% ▲ Add 3 SEC ↗
6 LPL Financial LLC 303.71K -2.1% $4.83M 0.0% ▼ Trim 3 SEC ↗
7 Osaic Holdings, Inc. 109.57K +44.4% $1.74M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 73.76K -1.0% $1.17M 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 61.11K +5.0% $971,586 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 61.11K +5.0% $971,586 0.0% ▲ Add 3 SEC ↗
11 Wealth Enhancement Advisory… 53.13K -3.8% $841,550 0.0% ▼ Trim 3 SEC ↗
12 Susquehanna International Group, Llp 51.03K +10.0% $811,361 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 40.87K -0.1% $649,898 0.0% ▼ Trim 3 SEC ↗
14 Commonwealth Equity Services, Llc 34.86K +19.1% $554,220 0.0% ▲ Add 3 SEC ↗
15 Invesco Ltd. 29.91K -11.0% $475,585 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 25.44K +1.1% $404,464 0.0% ▲ Add 3 SEC ↗
17 Baird Financial Group, Inc. 21.96K +1.9% $349,180 0.0% ▲ Add 2 SEC ↗
18 Wells Fargo & Company/Mn 14.26K -10.0% $226,720 0.0% ▼ Trim 3 SEC ↗
19 Wells Fargo & Company/Mn 14.26K -10.0% $226,720 0.0% ▼ Trim 3 SEC ↗
20 Cetera Investment Advisers 13.94K New $221,612 0.0% New 1 SEC ↗
21 Mariner, LLC 10.24K New $162,866 0.0% New 1 SEC ↗
22 Pnc Financial Services Group, Inc. 1.57K New $25,043 0.0% New 1 SEC ↗
23 Fifth Third Bancorp 1.53K -4.5% $24,270 0.0% ▼ Trim 2 SEC ↗
24 Rockefeller Capital Management L.P. 1.28K +483.6% $20,429 0.0% ▲ Add 2 SEC ↗
25 Rockefeller Capital Management L.P. 1.28K +483.6% $20,429 0.0% ▲ Add 2 SEC ↗
26 Assetmark, Inc 109 0.0% $1,733 0.0% Held 3 SEC ↗
27 JPMorgan Chase 55 New $867 0.0% New 1 SEC ↗
28 Fidelity (FMR) 1 0.0% $16 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Cetera Investment Advisers $221,612 0.0%
Mariner, LLC $162,866 0.0%
Pnc Financial Services Group… $25,043 0.0%
JPMorgan Chase $867 0.0%

Exited

Millennium Management $255,595 was 0.0%
BlackRock $7,845 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.29M shares, $87.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 18 MCDANIEL CONNIE D

Director · 382 sh @ 15.70 · $5,997

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A — MORGAN STANLEY

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API